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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,013 | $171,867-61.0% | $149,721-55.2% | $147,586-54.6% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 14.72% | 2113.36%-2098.6pp | 1501.67%-1486.9pp | 578.59%-563.9pp |
| Employer contribution / active EE | $1,344 | $6,275-78.6% | $5,444-75.3% | $4,876-72.4% |
| Participant deferral / active EE | $2,792 | $7,270-61.6% | $6,568-57.5% | $5,439-48.7% |
| Admin fee / account holder | $1,512 | $13,799-89.0% | $11,282-86.6% | $10,886-86.1% |